Jonathan Dumas
Jonathan Dumas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3112 West 4th Street, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan operates under the DBA Dean Jacobson Financial Services and is a registered investment advisor with Dean Jacobson Financial Services. He also works as a notary for the State of Texas for minimal time per month and is an owner/partner in an insurance agency, spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
Dean, Jacobson Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Primerica Advisors
PFS Investments INC.Broker
Edward Jones
Edward JonesBroker
State Registrations18 states
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